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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,762 | $100,203-36.4% | $85,240-25.2% | $145,897-56.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 7.44% | 84.28%-76.8pp | 66.75%-59.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $11,528 | $3,242+255.6% | $2,735+321.5% | $4,663+147.2% |
| Participant deferral / active EE | $4,818 | $5,299-9.1% | $4,527+6.4% | $6,689-28.0% |
| Admin fee / account holder | $480 | $7,265-93.4% | $6,165-92.2% | $13,390-96.4% |